Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
-4.64% |
1.79% |
7.64% |
|||
Growth Fund |
-3.79% |
1.60% |
7.15% |
12.18% |
6.77% |
10.21% |
Balanced Fund |
-3.05% |
0.89% |
6.11% |
9.73% |
5.19% |
7.19% |
Conservative Fund |
-1.19% |
0.71% |
5.36% |
6.22% |
2.86% |
2.55% |
Homes and Income Fund |
0.33% |
2.28% |
5.49% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
-2.81% |
-1.94% |
0.86% |
1.61% |
0.89% |
4.74% |
NZ Bond Fund |
0.06% |
1.08% |
5.91% |
4.64% |
2.36% |
-0.44% |
NZ Cash Fund * |
0.35% |
2.42% |
4.67% |
|||
Hedged Global Share Fund |
-5.73% |
-1.90% |
6.74% |
|||
Unhedged Global Share Fund |
-6.25% |
9.12% |
12.88% |
|||
Hedged Global Bond Fund |
-0.52% |
-0.55% |
3.56% |
These returns are to 31-03-2025 and are before tax and after fund management fees. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.